Services
Succession/Continuity Planning
Management succession, ownership transfer, navigation of complex family issues
Strategic and Financial Advice
Development of long term strategy and execution plan
Business valuation, capital structure, sources of capital
Advisory and Fiduciary Board Services
Establishing and staffing
Executing Merger & Acquisition (M&A) Transactions
Selling or purchasing companies or subsidiaries, management buyouts (MBOs) and recapitalizations
Independent Advice to Family Councils, Business Boards and Ownership Groups